Integrating ESG through the investment cycle
Integrating ESG through the investment cycle
Permira tailors its approach to ESG due diligence, monitoring and portfolio engagement across the investment lifecycle depending on the strategy and ESG risk profile of the investment.
This is reinforced in our responsible investing policies, which apply across all strategies and are accessible to employees via our intranet. Our ESG framework, which includes templates and guidance, is designed to flex by fund and strategy, prospective investment (sector, region, maturity or size), Permira’s stake and level of influence, and ESG megatrends or regulatory developments.
Buyout Funds
Understanding the key levers that drive business improvement, including ESG considerations, is at the heart of our investment approach for our buyout funds. From the very beginning of our relationship, we are committed to actively engaging with portfolio company management teams as they seek to address material risks and realise value creation opportunities relating to ESG and sustainability. We believe that having a well-defined, responsible and proactive approach to ESG can positively drive the performance and success of portfolio companies and position them for the future long after our exit.
1.
Selection
2.
Entry
3.
Stewardship
4.
Exit
Credit Strategies
As one of Europe’s leading specialist credit investors, we are committed to responsible investment. We believe that a focus on ESG risks can have a material impact on risk and return, and that companies that manage ESG risks may deliver longer-term value to investors.
ESG risks are integrated into the investment process, from asset selection and origination, through to due diligence and deal execution, and post-investment. This is reinforced by our responsible investment policy and implemented via a systematic ESG framework. The framework is designed to flex by strategy, prospective investment1, and Permira Credit’s level of influence. It also considers ESG megatrends and regulatory developments.
1.
Selection
2.
Entry
3.
Post-investment
Materiality
Materiality is used to inform the ESG strategy and approach for Permira, at a firm level. It also informs our ESG reporting approach and content to ensure that material and important issues for stakeholders are addressed in our approach and disclosures.
Read more1 Sector, region, maturity or size.